Home Breadcrumb caret webinar Breadcrumb caret Practice Breadcrumb caret Your Business Break the bias: improve how you work with women clients Wednesday, March 9, 2022 at 1:00 pm ET Watch now and earn CE credits Brought to you by Thanks to longstanding and deep-seated stereotypes, women clients are often thought of as lesser investors than their male counterparts, despite research demonstrating otherwise. Stereotypes hurt all investors whenever an inappropriate level of knowledge or risk propensity for a client is assumed based on gender. Even the most well-meaning and open-minded financial advisor can inadvertently be swayed – so what can be done to ensure thorough, bias-free client discovery? In this virtual roundtable hosted by Investment Executive and Advisor’s Edge that aired live on Wednesday, March 9 at 1:00 pm ET, our panel of experts dig into the strategies, tactics and fact-based research that can help financial advisors serve all of their clients better. Moderated by: Melissa Shin, Editorial Director, Advisor’s Edge & Investment Executive Presented by: Kathryn Black, Director, Sales Enablement, Fidelity Investments CanadaAmanda Correa, Head of Marketing, Sun Life Global InvestmentsIngrid Macintosh, Vice President, TD Wealth & Executive Sponsor, TD Wealth for Women ProgramJune Zimmer, Vice President, ESG Advisory, NEI Investments and Aviso Wealth Need CE credits? Please note that CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner. For those who missed the live webinar on Wednesday, March 9 at 1:00 pm ET, the recording is also available on CE Corner. You will be required to complete a quiz to obtain a CE certificate from FP Canada and IIROC. CE accreditation is powered by CE Corner. If you attended the live webinar on Wednesday, March 9 at 1:00 pm ET, you will receive an e-mail notification from CE Corner when your CE certificate from FP Canada and IIROC is ready. If you do not yet have a profile on CE Corner you will need to create one in order to obtain your CE accreditation. If you have any questions, please contact firstname.lastname@example.org. About the moderator Melissa Shin Editorial Director, Advisor’s Edge & Investment Executive Open section Melissa Shin is the Editorial Director of Advisor’s Edge and Investment Executive. As an award-winning journalist, Melissa turns technical subject matter into accessible content for sophisticated audiences. Her reporting has been cited in university syllabi, in textbooks and to national regulators. Melissa has been with Advisor’s Edge since 2011. Prior to that, she was managing editor of Corporate Knights, a North American magazine focused on clean capitalism. Melissa is the secretary of the board for Fashion Takes Action, a non-profit focused on advancing sustainability in the fashion industry. She is a graduate of the Schulich School of Business at York University. About the speakers Kathryn Black Director, Sales Enablement, Fidelity Investments Canada Open section Kathryn joined Fidelity in 2013 and is currently Director, Sales Enablement where she is responsible for leading and executing on a variety of projects, initiatives, and technical solutions for Advisor Sales. Kathryn began her career at Fidelity on the sales team where she prospected and partnered with financial advisors. From there, she moved onto recruiting, coaching and leading a dynamic sales team in Western Canada. Kathryn brings more than 12 years of financial services experience in retail banking, wealth management, and product distribution. Amanda Correa Head of Marketing, Sun Life Global Investments Open section Amanda Correa is responsible for developing and executing the marketing strategy and brand awareness for the firm on a national scale, focusing on both the retail and institutional channels and enhancing our client experiences. Prior to joining Sun Life Global Investments in 2021, Amanda was Director, Multi-Channel and Segmentation Strategy at a large Canadian investment fund company. There, she directed targeted marketing efforts to key stakeholders across the distribution landscape to support acquisition and retention strategies. Ingrid Macintosh Vice President, TD Wealth & Executive Sponsor, TD Wealth for Women Program Open section Ingrid Macintosh is a proven investment management executive, leading the overall marketing, enablement, and digital strategy for TD Asset Management (TDAM). Ingrid joined TDAM in 2013 and has held numerous senior management and executive level roles at TD Wealth. As Executive Sponsor of TD’s Wealth for Women Program, Ingrid is relentlessly committed to empowering women from all backgrounds achieve financial confidence and growing the number of women represented in financial services. An outspoken advocate for the financial well-being of women, Ingrid is committed to driving tangible change in how the financial services industry can evolve to better serve women. June Zimmer Vice President, ESG Advisory, NEI Investments and Aviso Wealth Open section June leads NEI’s ESG advisory work, connecting the ESG team with its investor and advisor communities. She holds multiple academic designations including a PhD from the University of Regina, and the Sustainable Investment Professional certification from Concordia University. June leads a steering committee for Women in Capital Markets and is a passionate advocate for women in finance. Save Stroke 1 Print Group 8 Share LI logo Sponsored by Hosted by CE Credits How does it work? CE accreditation powered by 1 Register for the webinar 2 Attend the webinar 3 Go to CE Corner 4 Missed the webinar? 1 Register for the webinar Follow the “Register Now” link and fill out the required fields on the registration page. Once completed, you will receive a confirmation email. Be sure to reserve the date and time in your calendar. You will receive a reminder the day before and an hour before the live webinar. Before joining the webinar, check that your device meets the system requirements. Watch now and earn CE Credits 2 Attend the webinar From a desktop computer, click the “Join Webinar” link in the confirmation email and follow the steps to run the GoToWebinar application. From a mobile device, download the free GoToWebinar app. Once downloaded, either click the “Join Webinar” link in the confirmation email or open the app and enter the session ID. To qualify for CE credits, you must listen to the audio and watch the PowerPoint presentation from start to finish. 3 Go to CE Corner Approximately four weeks after watching the live webinar, you will receive an email notification from CE Corner stating that the webinar has been accredited and your certificate is ready. 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